Harbor Investment Advisory
Janet Marquardt, CFP®, CRPC® is currently working as an Associate Vice President, Client Relationship Manager at Harbor Investment Advisory, LLC since July 2017. Prior to this, Janet worked as a Registered Associate at Raymond James Financial Services, Inc., Member FINRA/SIPC from May 2008 to July 2017. Janet holds a Bachelor's Degree in Education from Cairn University, earned between 1985 and 1989. For important disclosure information, refer to the "Social Media Disclosure" link in the "Contact Info" section.
Harbor Investment Advisory
Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies. We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.